Let your sales team sell. Automate everything else.
Pipeline analysis, quote generation, order back-office, forecast reporting — theywork365 sales agents handle the administrative burden so your team spends time on relationships and closing.
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70%
Less time on admin tasks
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< 5 min
Quote generation time
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100%
Pipeline visibility, always
Sales teams lose 30–40% of their productive time to non-selling activities: updating CRM records, building quotes, chasing internal approvals, generating reports. theywork365 sales agents take over this administrative layer entirely, connecting to your CRM, ERP, and M365 tools to work the back-office while your reps work the front.
What Sales agents can do for you.
Each agent is built specifically for your processes and data. Pricing is per action — you pay only for the value delivered.
- 01
Pipeline Analyst
per Analysis run
Analyzes your CRM pipeline daily to surface at-risk deals, identify stalled opportunities, flag forecast gaps, and recommend next best actions for each account — delivered to reps and managers every morning.
Before
Sales managers spend 2–3 hours every Monday in CRM trying to understand pipeline health. At-risk deals are identified too late to recover.
After
Every rep and manager starts the day with a clear, prioritized view of their pipeline. At-risk deals are flagged days earlier, improving recovery rate.
How the agent works — step by step
- 1
Agent connects to CRM and reads all open opportunities
- 2
Scores each deal on: days since last activity, close date proximity, stage velocity
- 3
Flags at-risk deals and stalled opportunities with recommended actions
- 4
Calculates forecast accuracy vs. target for each rep and region
- 5
Generates a daily pipeline briefing posted to Sales channel in Teams
- 6
Sends individual deal alerts to account owners for urgent items
- 1
- 02
Quote Generator
per Quote created
Builds accurate, formatted sales quotes from product catalog and customer data in minutes. Handles pricing rules, discount tiers, and customization — sending the draft to the rep for review before delivery.
Before
Creating a quote takes 30–90 minutes per rep, involves checking pricing in multiple systems, and errors happen. Customers wait 1–3 days.
After
Quotes are generated in under 5 minutes. Reps review and send. Customers receive professional proposals the same day.
How the agent works — step by step
- 1
Rep requests a quote via Teams chat or email with customer and product details
- 2
Agent reads customer record from CRM: account tier, history, active contracts
- 3
Pulls product catalog with current pricing, availability, and discount rules
- 4
Assembles quote with correct pricing, terms, and customizations
- 5
Formats output as branded PDF and sends to rep for review
- 6
Logs quote in CRM and links to the opportunity
- 1
- 03
Sales Back-Office
per Document processed
Handles all post-order administration: order confirmations, shipping notifications, invoice generation, and customer communications — freeing reps from inbox management after a deal closes.
Before
After closing a deal, reps spend hours on paperwork: confirming orders, chasing logistics, sending updates to customers. This kills momentum for the next deal.
After
The agent handles all post-close communication automatically. Reps focus on the next opportunity the moment the contract is signed.
How the agent works — step by step
- 1
Deal marked as closed-won in CRM triggers the agent
- 2
Agent generates order confirmation and sends to customer
- 3
Connects to ERP/logistics system to track fulfillment status
- 4
Sends shipping notification with tracking details when order ships
- 5
Generates and sends invoice at the appropriate milestone
- 6
Alerts rep only if customer responds with a question or issue
- 1
- 04
Forecast Agent
per Forecast generated
Produces weekly sales forecasts by combining CRM pipeline data, historical close rates, seasonal trends, and rep-level performance — delivering a structured report to sales leadership every Monday morning.
Before
Sales forecasts are assembled manually from CRM exports and spreadsheets. The process takes half a day and the result is already outdated by the time it's shared.
After
Leadership receives an accurate, data-driven forecast every Monday at 8am — automatically. The team spends forecast meetings discussing strategy, not updating numbers.
How the agent works — step by step
- 1
Agent runs every Sunday evening from the CRM and historical data
- 2
Calculates weighted pipeline by rep, region, and product line
- 3
Applies historical close rate adjustments by stage and seasonality
- 4
Compares forecast to monthly and quarterly targets
- 5
Generates structured report: committed, best case, pipeline gap
- 6
Posts to Sales Leadership channel in Teams with key callouts
- 1
- 05
CRM Data Cleaner
per Record cleaned
Continuously monitors CRM data quality: identifies duplicate contacts, incomplete records, stale opportunities, and wrong account assignments — and proposes or executes corrections automatically.
Before
CRM data degrades over time. Duplicates multiply, old deals stay open, contacts go stale. Reports become unreliable. Reps lose trust in the system.
After
CRM data quality scores improve measurably within the first month. Reports are reliable. Reps actually trust the system and use it consistently.
How the agent works — step by step
- 1
Agent runs a weekly full scan of the CRM database
- 2
Flags duplicate contacts and accounts with merge recommendations
- 3
Identifies opportunities with no activity in 30/60/90 days
- 4
Detects missing mandatory fields: phone, email, company size, industry
- 5
Auto-corrects formatting issues (phone numbers, email casing, country codes)
- 6
Generates weekly data quality score report for CRM admin
- 1
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